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Iowa State Bank’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Iowa State Bank’s Portfolio LGLV Stock Details LGLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$237K Sell
1,329
-162
-11% -$29.5K 0.04% 111
2025
Q4 		$262K Sell
1,491
-169
-10% -$29.6K 0.05% 113
2025
Q3 		$296K Hold
1,660
– – 0.06% 105
2025
Q2 		$290K Sell
1,660
-749
-31% -$128K 0.06% 110
2025
Q1 		$419K Sell
2,409
-665
-22% -$113K 0.09% 103
2024
Q4 		$508K Sell
3,074
-1,201
-28% -$205K 0.11% 90
2024
Q3 		$723K Sell
4,275
-63
-1% -$10.2K 0.15% 89
2024
Q2 		$662K Sell
4,338
-704
-14% -$107K 0.15% 87
2024
Q1 		$785K Sell
5,042
-488
-9% -$72.9K 0.17% 85
2023
Q4 		$802K Buy
5,530
+29
+0.5% +$4K 0.19% 81
2023
Q3 		$735K Buy
5,501
+563
+11% +$78.5K 0.19% 81
2023
Q2 		$694K Buy
4,938
+820
+20% +$113K 0.17% 83
2023
Q1 		$563K Buy
4,118
+760
+23% +$104K 0.14% 86
2022
Q4 		$455K Buy
3,358
+236
+8% +$31.4K 0.11% 93
2022
Q3 		$385K Buy
3,122
+114
+4% +$15.4K 0.11% 89
2022
Q2 		$394K Hold
3,008
– – 0.1% 92
2022
Q1 		$432K Buy
3,008
+853
+40% +$120K 0.1% 92
2021
Q4 		$325K Buy
+2,155
New +$309K 0.08% 105

Other funds holding LGLV

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iowa State Bank's LGLV Position: Q1 2026 in Review

Iowa State Bank reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 11% in Q1 2026, selling an estimated $29.5K and leaving 1,329 shares worth $237K. The position accounts for 0.04% of the portfolio, ranked #111.

Iowa State Bank first reported a position in LGLV in Q4 2021 and has held it in 18 quarters since. The position peaked at $802K in Q4 2023. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Iowa State Bank held 1,329 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $237K as of Q1 2026.
  • Iowa State Bank sold 162 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $29.5K.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.04% of Iowa State Bank's portfolio in Q1 2026, its #111 holding.
  • Iowa State Bank first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2021 and has held it in 18 quarters since.
  • Iowa State Bank's State Street SPDR US Large Cap Low Volatility Index ETF position peaked at $802K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.